AMI

Amica Mutual Insurance Portfolio holdings

AUM $1.09B
1-Year Est. Return 18.52%
This Quarter Est. Return
1 Year Est. Return
+18.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$3.48M
3
+$3.16M
4
EQR icon
Equity Residential
EQR
+$2.73M
5
NVS icon
Novartis
NVS
+$2.1M

Top Sells

1
+$6.25M
2
+$5.28M
3
+$4.72M
4
XOM icon
Exxon Mobil
XOM
+$4.57M
5
CVX icon
Chevron
CVX
+$4.15M

Sector Composition

1 Financials 14.29%
2 Technology 13.84%
3 Healthcare 13.31%
4 Energy 12%
5 Industrials 11.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$151K 0.01%
1,800
352
$146K 0.01%
11,394
353
$145K 0.01%
2,400
354
$143K 0.01%
2,280
355
$143K 0.01%
2,435
356
$139K 0.01%
10,284
357
$131K 0.01%
2,400
358
$126K 0.01%
2,963
359
$120K 0.01%
4,063
360
$120K 0.01%
11,800
361
$117K 0.01%
4,867
362
$103K 0.01%
3,899
363
$98K 0.01%
5,527
364
$98K 0.01%
2,177
365
$94K 0.01%
3,649
366
$90K 0.01%
3,571
367
$88K 0.01%
2,347
368
$87K 0.01%
2,592
369
$87K 0.01%
3,841
370
$80K 0.01%
2,851
371
$79K 0.01%
3,418
372
$72K 0.01%
5,744
373
$72K 0.01%
3,000
374
$72K 0.01%
3,085
375
$66K 0.01%
6,300
12 13 14
15
16